Position in MSTR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$869,039
-$63,591 QoQ
Shares Held
9,997
+33.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#372
of 863 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSTR Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Gladstone Institutional Advisory LLC holds $15,604,635 across 11 Software - Application names. MSTR ranks #5 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
70,965 | $5,120,834 | |
| 2 | NOW |
ServiceNow, Inc.
|
42,440 | $4,213,443 | |
| 3 | CRM |
Salesforce, Inc.
|
11,635 | $1,822,739 | |
| 4 | ADP |
Automatic Data Processing Inc
|
5,286 | $1,183,799 | |
| 5 | MSTR |
Strategy Inc
This page
|
9,997 | $869,039 | |
| 6 | SHOP |
Shopify Inc.
|
6,398 | $730,523 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
1,116 | $418,857 | |
| 8 | SNOW |
Snowflake Inc.
|
1,563 | $397,783 |
All Filings in MSTR
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $869,039 | 9,997 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $932,630 | 7,473 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,007,276 | 6,629 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,393,698 | 7,429 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,315,090 | 8,201 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,197,770 | 7,624 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,263,959 | 7,817 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,208,524 | 7,168 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $865,057 | 628 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $357,957 | 210 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $239,383 | 379 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $200,579 | 611 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $255,445 | 746 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||